Jacobs Solutions Inc. (NYSE:J) is one of the 10 Best Construction Stocks for Data Center Infrastructure.
On May 6, 2026, RBC Capital analyst Sabahat Khan raised the firm’s price target on Jacobs Solutions Inc. (NYSE:J) to $169 from $160 and maintained an Outperform rating on the shares. The firm said Jacobs delivered Q2 results ahead of consensus expectations and increased its FY26-FY29 guidance, driven primarily by strength in the underlying business. RBC also noted that backlog reached another record level during the quarter, with data center and life sciences markets standing out as particularly strong areas of demand.
Meanwhile, KeyBanc analyst Sangita Jain lowered the firm’s price target on Jacobs Solutions Inc. (NYSE:J) to $150 from $154 while maintaining an Overweight rating. KeyBanc said revenue came in stronger than expected, though operating margins were pressured by the resolution of a legacy joint venture matter. The firm added that Jacobs raised its full-year guidance for net service revenue and EBITDA margin to reflect contributions from PA Consulting. KeyBanc also said momentum in data center-related work remains strong, life sciences activity is expected to accelerate later in the year, and critical infrastructure growth was robust, though some investors may focus on the quarter’s noisier financials.
On May 5, 2026, Jacobs Solutions Inc. (NYSE:J) reported Q2 adjusted EPS of $1.75, ahead of the $1.63 consensus estimate, while revenue rose to $3.694B compared to expectations of $3.24B. Chair and CEO Bob Pragada said the quarter was driven by revenue strength across both Infrastructure & Advanced Facilities and PA Consulting. Within Infrastructure & Advanced Facilities, growth was led by the data center, semiconductor, water, energy and power, and transportation sectors. Pragada also noted that PA Consulting delivered 17% year-over-year revenue growth, marking its fourth consecutive quarter of double-digit top-line growth.
Jacobs Solutions Inc. (NYSE:J) raised its FY26 adjusted EPS outlook to $7.10-$7.35 from $6.95-$7.30, compared to consensus estimates of $7.12. The company also increased its FY26 adjusted net revenue growth outlook to 8.0%-10.5% from the prior 6.5%-10.0% range.
Jacobs Solutions Inc. (NYSE:J) provides infrastructure, advanced facilities, and consulting services across North America, Europe, Asia Pacific, the Middle East, and Africa.
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